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Credit Bubble Daily • Dec 04 2016
Sunday, December 4, 2016

[Reuters] Italy votes in referendum with PM Renzi’s future at stake [Bloomberg] Europe’s Populists Target Landmark Victories in Italy, Austria [BBC] [...]

Doug Noland Posted on Dec 4, 2016
Credit Bubble Daily • Dec 03 2016
Saturday, December 3, 2016

[Dow Jones] Irrational Exuberance: Alan Greenspan’s Call, 20 Years Later [Reuters] India’s Modi defends clampdown on cash economy [Washington Post] [...]

Doug Noland Posted on Dec 3, 2016
Credit Bubble Weekly • Dec 02 2016
Weekly Commentary: Trump, Bonds, Peripheries, China and Italy

The trading week saw WTI crude surge 12.2%. The GSCI commodities index jumped 5.8%. Wheat dropped 3.6% and corn fell 3.1%. Italian 10-year yields fell 18 bps, [...]

Doug Noland Posted on Dec 2, 2016
Credit Bubble Daily • Dec 01 2016
Friday, December 2, 2016

[Bloomberg] Treasuries Rise With Stocks After U.S. Jobs Report; Dollar Falls [Bloomberg] Italy Referendum: What to Watch Into the Night on Sunday [Bloomberg] [...]

Doug Noland Posted on Dec 1, 2016
Credit Bubble Daily • Nov 30 2016
Thursday, December 1, 2016

[Bloomberg] Treasuries Drop Before Jobs Data as Oil Gains; Tech Shares Sink [Reuters] Fed may face unnerving shake-up under Trump administration [Reuters] $4.1 [...]

Doug Noland Posted on Nov 30, 2016
Credit Bubble Daily • Nov 29 2016
Wednesday, November 30, 2016

[Bloomberg] Asian Shares Set for Gains Amid Oil Deal as Bond Selloff Deepens [Reuters] Oil jumps over 8 percent as OPEC finalizes output cut deal [Reuters] [...]

Doug Noland Posted on Nov 29, 2016
Credit Bubble Daily • Nov 28 2016
Tuesday, November 29, 2016

[Reuters] Asia stocks edge up on U.S. growth data cues; dollar steady [Bloomberg] Oil Slides Amid Uncertainty Over OPEC Deal as U.S. Stocks Climb [Bloomberg] [...]

Doug Noland Posted on Nov 28, 2016
Credit Bubble Daily • Nov 27 2016
Monday, November 28, 2016

[Bloomberg] Trump Trades Falter as Stocks Fall; Treasuries Rally With Gold [Bloomberg] Italian Lenders Slide on Vote Worries to Drag Down Europe Stocks [...]

Doug Noland Posted on Nov 27, 2016
Credit Bubble Daily • Nov 27 2016
Sunday, November 27, 2016

[Bloomberg] Oil Slump Sinks Asian Stocks Before OPEC as Yen Takes on Dollar [Bloomberg] Dollar Pulls Back Amid Yen Gains as Stocks Diverge; Crude Sinks [...]

Doug Noland Posted on Nov 27, 2016
Credit Bubble Daily • Nov 26 2016
Saturday, November 26, 2016

[Spiegel] Germany Prepares for Trade Conflict with Trump [Bloomberg] South Korea Protesters Hold Mass Rally Demanding Ouster of Park [Bloomberg] Castro’s [...]

Doug Noland Posted on Nov 26, 2016
Credit Bubble Weekly • Nov 25 2016
Weekly Commentary: Revisiting the Global Savings Glut Thesis

“Why is the United States, with the world’s largest economy, borrowing heavily on international capital markets–rather than lending, as would [...]

Doug Noland Posted on Nov 25, 2016
Credit Bubble Daily • Nov 24 2016
Friday, November 25, 2016

[Bloomberg] Dollar Pares Weekly Gain as Gold Rebounds; S&P 500 Futures Rise [Bloomberg] Dollar’s 3-Week Rally Versus Yen Is the Biggest Since ’95 [...]

Doug Noland Posted on Nov 24, 2016
Credit Bubble Daily • Nov 23 2016
Thursday, November 24, 2016

[Bloomberg] Dollar Surge Weighs on Emerging Markets as Copper Extends Rally [Bloomberg] Asia’s Accelerating Currency Rout Set to Sideline Central Banks [...]

Doug Noland Posted on Nov 23, 2016
Credit Bubble Daily • Nov 22 2016
Wednesday, November 23, 2016

[Bloomberg] Most on Fed Saw Rate Hike Relatively Soon With Less Labor Slack [Bloomberg] Inside the Fed’s November Minutes: The Annotated Meeting [Bloomberg] [...]

Doug Noland Posted on Nov 22, 2016
Credit Bubble Daily • Nov 21 2016
Tuesday, November 22, 2016

[Bloomberg] U.S. Stocks Climb to Record Highs as Dow Tops 19,000; Oil Falls [Bloomberg] Trump Looks to Put Stamp on Fed in First Months of Presidency [...]

Doug Noland Posted on Nov 21, 2016
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